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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,456 | $104,694-66.1% | $85,709-58.6% | $167,536-78.8% |
| Participation rate | 52.6% | 76.4%-23.7pp | 69.9%-17.2pp | 82.1%-29.5pp |
| Annual return | 15.19% | 21.45%-6.3pp | 21.49%-6.3pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,734 | $3,337-48.1% | $2,619-33.8% | $4,839-64.2% |
| Participant deferral / active EE | $3,171 | $4,826-34.3% | $3,924-19.2% | $6,342-50.0% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |